Chicago Partners Wealth Advisors
About
We look at our clients wealth as a business.
We help our clients optimize the management of their wealth.
Please contact us at 312.284.6363 to discuss how we might be able to help.
Highlights
40 employees
23 years in business
Serves Glenview, IL
Offers online services
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
We help our clients first by analyzing their balance sheet. We send our analysis to our client with recommendations.
We then setup accounts at Charles Schwab to help them optimize the management of their capital.
We believe money and capital will go and stay where it is treated best. We have a 5 step process that helps us help our clients optimize.
What education and/or training do you have that relates to your work?
CFA and MBA and 32 years of wealth management/portfolio management experience.
Do you have a standard pricing system for your services? If so, please share the details here.
We charge a low assets under managment fee schedule.
Services offered
Financial Services And Planning